An Innovative Way to Invest
Revolve Portfolio Manager
Revolve Wealth Partners is offering an innovative new way to invest with our firm. Using our expertise you know and trust, we’ve built a diverse suite of portfolios using institutional Institutional Intelligent Portfolios®, an automated investment management service that helps us automatically rebalance your investments when needed. As your advisory firm, we’ll work with you to identify the right portfolio for your needs, and continue to meet to ensure it’s helping you achieve your long term strategy. Your portfolio will be held in a brokerage account at Charles Schwab & Co., Inc. You can easily access accounts through their website and mobile apps.
To get started, visit Institutional Intelligent Portfolios®.
Contact us if you have any questions.